BEUTEL, GOODMAN & COMPANY LTD.
Contact: Nancy Turner, Vice President, Communications & Marketing
Address: 2000–20 Eglinton Avenue West, Toronto, ON, M4R 1K8
PH: 416-485-1010
Fax: 416-485-8516
Email: [email protected]
Web: beutelgoodman.com
Managed US assets since: 1985
US asset clients: 1
US equities: Large Cap Value, $2,250M
Total US assets: $2,250M
Other assets managed: Beutel Goodman Balanced Fund, Beutel Goodman Canadian Equity Fund, Beutel Goodman Fundamental Canadian Equity Fund, Beutel Goodman Canadian Dividend Fund, Beutel Goodman Small Cap Fund, Beutel Goodman North American Focused Equity Fund, Beutel Goodman Total World Equity Fund, Beutel Goodman American Equity Fund, Beutel Goodman International Equity Fund, Beutel Goodman Global Equity Fund, Beutel Goodman Global Dividend Fund, Beutel Goodman World Focus Equity Fund, Beutel Goodman Income Fund, Beutel Goodman Core Plus Bond Fund, Beutel Goodman Short Term Bond Fund, Beutel Goodman Long Term Bond Fund, Beutel Goodman Money Market Fund, Beutel Goodman Sustainable Canadian Equity Strategy
BURGUNDY ASSET MANAGEMENT LTD.
Contact: Mike Sandrasagra
Title: Vice President, Global Head of Consultant Relations
Address: 181 Bay St., Suite 4510, Toronto, ON, M5J 2T3
PH: 416-869-3222
Fax: 416-869-3222
Email: [email protected]
Web: burgundyasset.com
Managed US assets since: 1996
US asset clients: 38
US equities: Large Cap Value, $189M; Small Cap Value: $1,591M
Total US assets: $1,779.4M
Other assets managed: Asian Equities (All Cap and Large Cap), Japanese Equities (All Cap and Large Cap), Canadian Equities (Small Cap, All Cap, Large Cap), EAFE Equities, Chinese Equities, Emerging Markets Equities, European Equities (All Cap and Large Cap), Global Equities (ex-Canada and including), US Equities (Small/Mid Cap, Mid Cap), Fixed Income (Universe, High Yield, Money Market)
CAPITAL GROUP CANADA
Contact: Mike Tuira, Vice President,
Institutional
Address: Brookfield Place, 181 Bay St., Ste. 3100, Toronto, ON, M5J 2T3
PH: 416-815-2079
Fax: 213-486-9223
Email: [email protected]
Web: capitalgroup.com/ca
Managed US assets since: 1931
US asset clients: 2
US equities: Core, $22M
Total US assets: $22M
Other assets managed: Global Equity, Canadian Equity, International Equity, Emerging Markets, Multi-Asset, Multi-Sector Fixed Income, Global Fixed Income, Emerging Markets Debt, other Fixed Income
CIBC ASSET MANAGEMENT
Contact: Carlo DiLalla, Managing Director & Head, Institutional Asset Management
Address: 161 Bay St., Ste. 2230, Toronto, ON,
M5J 2S1
PH: 416-980-2768
Email: [email protected]
Web: cibcam-institutional.com
Managed US assets since: 1988
US asset clients: 9
US equities: Large Cap Value: $478M
Total US assets: $478M
Passive products: S&P 500, Russell 3000 Value
Other assets managed: Money Market, Canadian Fixed Income, Liability Driven Investments (LDI), Private Debt, Canadian Equity, EAFE Equity, Currency Overlay, Asset Mix Overlay, Global Tactical Asset Allocation, Balanced, Multi-Asset Absolute Return Strategy, Asian Equities, Commodities, Global Equity Growth
FEDERATED HERMES, INC.
Contact: David Gregoire, CFA, CFP, Vice President
Address: 1001 Liberty Ave, Pittsburgh, PA, 15222
PH: 416-527-1150
Fax: 412-288-1093
Email: [email protected]
Web: federatedhermes.com
Managed US assets since: 1955
Passive/index management products: Two enhanced index equity US mutual fund portfolios (no index fixed income portfolios)
Other assets managed: Federated Hermes has honed its disciplined investment process to deliver style-consistent investment products, including 176 equity, fixed-income, multi-asset, money market, and alternative/private market portfolios, as well as a variety of separately managed accounts. Federated Hermes manages international, global and domestic products across approximately 60 asset class categories, including Emerging Markets, EAFE, Private Equity, Trade Finance, ESG, Stable Value, Global and Domestic High Yield, Structured Strategies, etc.
FIDELITY CANADA INSTITUTIONAL
Contact: Michael Barnett, Executive Vice President, Institutional
Address: 483 Bay St., Toronto, ON, M5G 2N7
PH: 416-217-7773
Email: [email protected]
Web: institutional.fidelity.ca
Managed US assets since: 1985 (for Canadian clients)
US asset clients: 9 (doesn’t include fund of funds clients)
US equities: Core, $399.84M; Large Cap Growth, $485.18M
Other US assets: Active Bonds, $633.02M
Total US assets: $1,518.04M
Passive/index management products: Fidelity Canada Institutional offers several index strategies spanning across factors by region, fixed income, and thematic investing
Other assets managed: Canadian Equities, US Equities, EAFE Equities, Global Equities, International Equities, Emerging Markets Equities, Single Country/Regional Mandates, Canadian Fixed Income, US Fixed Income, Global Fixed Income, Emerging Market Debt, Canadian Money Market, US Money Market, Canadian Balanced, Global Balanced, Real Estate, Market Neutral Mandates, Institutional/Retail Lifecycle, Liquid Alternatives, Distressed Debt, High Yield, Leveraged Loans, Inflation-Sensitive Bonds, Private Credit/Equity, Global Sovereigns, ETF, Cryptocurrency ETFs/ETF Funds, Sector, ESG Mandates
FIERA CAPITAL CORPORATION
Contact: Sarah Aves, Co-Head of Canadian Institutional Clients
Address: 1981 McGill College Avenue, Suite 1500, Montreal, QC, H3A 0H5
PH: 514-954-6468
Fax: 514-954-9692
Email: [email protected]
Web: fieracapital.com
Managed US assets since: 2009
US asset clients: 13
US equities: Core, $1M; Large Cap Growth, $869M; Mid Cap Growth, $4M
US bonds: Real Estate, $0.86M; Cash, $14.24M
Total US assets: $889.56M
Other assets managed: Canadian Large Cap and Small Cap Equity, US Large Cap, SMID Cap, Mid Cap and Small Cap Equity, Large Cap Global and International Equity, Emerging and Frontier Markets, Canadian Active Universe, Canadian Credit Oriented, Money Market, Liability-Driven Investment, US Fixed Income, Liquid Alternatives, Private Debt, Private Equity, Real Estate, Agriculture, Infrastructure, Timberland
FOYSTON, GORDON & PAYNE INC.
Contact: Gabriel Lopezpineda, Senior Vice President, Head of Institutional
Address: 1 Adelaide Street East, Suite 2600, Toronto, ON, M5C 2V9
PH: 416-848-1948
Fax: 416-367-1183
Email: [email protected]
Web: foyston.com
Managed US assets since: 1980
US asset clients: 7
US equities: All Cap Value, $442M
Total US assets: $442M (includes US assets that are part of Global Balanced mandates)
Other assets managed: EAFE Equities, Global Equities, Global Smaller Companies, Canadian Equities, Canadian Equities excluding Energy, Carbon-Optimized Canadian Equities, Canadian Equities with a Dividend Focus, Canadian Small-Cap Equities, Money Market, Short-Term Bonds, Mortgages, Universe Bonds, Core Plus Bonds (Short-Term and Long-Term), Long-Term Bonds, Corporate Bonds, Preferred Shares
FRANKLIN TEMPLETON
Contact: Dennis Tew, Head of Sales, Canada
Address: 200 King St. W, Ste. 1400, Toronto, ON, M5H 3T4
PH: 416-957-6023
Email: [email protected]
Web: franklintempleton.ca
Managed US assets since: 1947
US asset clients: 5
US equities: Large Cap Value, $798M; All Cap Value, $12M; Core, $13M; Small Cap Growth, $48M
US bonds: Active, $61M
Total US assets: $932M
Other assets managed: Balanced Mandates, Canadian Equity, Canadian Fixed Income, Emerging Market Equity, Emerging Market Debt, Global Fixed Income, Global Equity, Global Real Estate, Hedge Funds, International Equity, Retirement Target Date/Risk Portfolios, ETFs, Infrastructure, Private Debt, Private Equity, Custom/Direct Indexing, Local Asset Management
GUARDIAN CAPITAL LP
Contact: Robin Lacey, Head of Institutional Asset Management
Address: 199 Bay Street, Suite 2700, Toronto, ON, M5L 1E8
PH: 416-947-4082
Email: [email protected]
Web: guardiancapital.com
Managed US assets since: 1984
US asset clients: 1
US equities: All Cap Growth, $1.44M
Total US assets: $1.44M
Other assets managed: EAFE, Emerging Markets, Global, Canadian
HILLSDALE INVESTMENT MANAGEMENT INC.
Contact: Harry Marmer, EVP
Address: 100 King Street West, Toronto, ON, M5X 1E4
PH: 416-913-3919
Fax: 416-913-3901
Email: [email protected]
Web: hillsdaleinv.com
Managed US assets since: 1996
US asset clients: 11
US equities: Core, $725M
Total US assets: $725M
Other assets managed: Specializes in systematic, bespoke investment strategies, including extension mandates
MAWER INVESTMENT MANAGEMENT LTD.
Contact: Neeraj Jain, Institutional Portfolio Manager
Address: 79 Wellington Street West, TD South Tower, Suite 3410, Box 276, Toronto, ON, M5K 1J5
PH: 416-865-3929
Fax: 888-999-6657
Email: [email protected]
Web: mawer.com
Managed US assets since: 1992
US asset clients: 29
US equities: Core, $1,228.5M
Total US assets: $1,228.5M
Other assets managed: Global Equity, International Equity, US Equity, Global Small Cap Equity, US Mid Cap Equity, Emerging Markets Equity, EAFE Large Cap Equity, Canadian Mid-Large Cap Equity, Canadian Small Cap Equity, Private Equity (for Canadian investors), Canadian Bonds, Global Credit, Canadian Money Market
T. ROWE PRICE
Contact: Lauren Bloom, Head of Canada
Address: 77 King Street West, Suite 4240, Toronto, ON, M5K 1G8
PH: 647-355-6887
Email: [email protected]
Web: troweprice.com/canada
Managed US assets since: 1937
US pension asset clients: 6
US equities: Large Cap Value, $640M; Large Cap Growth, $496M; US Small Cap Core, $294M; US SRS (Structured Research Equity) Extended, $317M
Total US assets: $1,747M
Other assets managed: Global Equity, International Equity, US Equity, Emerging Markets Equity, Global Fixed Income, Emerging Market Bonds, Multi-Asset, Private Credit
TD GLOBAL INVESTMENT SOLUTIONS
Contact: Mark Cestnik, Managing Director
Address: 161 Bay St., Toronto, ON, M5J 2T2
PH: 416-274-1742
Email: [email protected]
Web: tdgis.com
Managed US assets since: 1994
US asset clients: 100
US equities: Core, $378.2M; Passive, $15,694.1M
Total US assets: $16,072.3M
Passive products: TD Emerald US Market Index Fund, TD Emerald Pooled US Fund, TD Emerald Hedged US Market Index Pooled Fund Trust, TD Emerald Hedged US Equity Pooled Fund Trust II
Other assets managed: Canadian & US Money Market, Canadian Bonds, High Yield Bonds, US Bonds, Global Bonds, Canadian Equities, International Equities – EAFE and China, Global Equities, Emerging Market Equities, and alternative investments such as Private Debt, Mortgages, Real Estate, and Infrastructure
TLH BENEFITS ADVISORS
Contact: Thomas Hanes, Owner/Operator
Address: 26 Cranbrooke Ave., Toronto, ON, M5M 1M4
PH: 647-268-3409
Fax: 647-268-3409
Email: [email protected]
Web: tlhbenefits.com
US asset clients: 4
Total US assets: $20.5M
VAN BERKOM GLOBAL ASSET MANAGEMENT
Contact: Andy Kong, Partner and Head of Global Business Development
Address: 600 Boulevard de Maisonneuve West, Montreal, QC, H3A 3J2
PH: 514-991-5754
Fax: 514-985-2430
Email: [email protected]
Web: vanberkomglobal.com
Managed US assets since: 2000 (US Small Cap); 2017 (US Small-Mid Cap)
US asset clients: 10
US equities: Core, $2,420M
Total US assets: $2,420M
Other assets managed: Canadian Small Cap Equities, Global Small Cap Equities, International Small Cap Equities